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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Sign for Salesforce

Conga Sign for Administrators

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Using Conga Sign in Salesforce Communities

Use a native Conga Sign button in a Salesforce Community to allow Community users to send documents for signature. Additionally, administrators can setup a Conga Sign-integrated Composer button or a Conga Sign-integrated Trigger solution in a Salesforce Community to generate and send documents for e-signature.

Note: Conga Trigger calls Conga Sign through a Salesforce Workflow Rule and bypasses the Conga Sign user interface. Conga Trigger is a paid add-on and is not included with the Composer.

Prerequisites

Note: Conga Sign is not compatible with the Guest User profile in Salesforce Communities.

To create and add a Conga Sign Button to a Salesforce Community

  1. Create a Conga Sign button or use the native Send with Conga Sign button.
  2. Test that the Conga Sign-integrated Composer button successfully sends a Conga Sign Transaction.
  3. Place the Conga Sign button on the desired object's Lightning Page or Page Layout so it appears in the Salesforce Community.

To create and add a Conga Sign-integrated Composer Button to a Salesforce Community

  1. Create a Conga Sign-integrated Composer button.
    • Use Conga Sign Integration Parameters to integrate Conga Sign with a Composer button. The button must have the CSVisibile, CSRecipient, and TemplateID parameters at a minimum.
    • (Optional) Pre-tag the Conga Template document with Conga Sign tagging syntax.
  2. Test that the Conga Sign-integrated Composer button successfully sends a Conga Sign Transaction.
  3. Place the Conga Sign button on the desired object's Lightning Page or Page Layout so it appears in the Salesforce Community.

To create and add a Conga Sign-integrated Trigger solution to a Salesforce Community

  1. Create a Conga Sign-integrated Composer button.
    • Use Conga Sign Integration Parameters to integrate Conga Sign with a Composer button. The button must have the CSVisibile, CSRecipient, and TemplateID parameters at a minimum.
    • Pre-tag the Conga Template document with Conga Sign tagging syntax.
    • Test that the Conga Sign-integrated Composer button successfully sends a Conga Sign Transaction.
  2. Convert the Composer button into a Conga Trigger formula field using the Conga Trigger Formula Builder.
    • The Conga Trigger formula field must have Qmode=CongaSign.
  3. Create a Salesforce Workflow Rule for the Conga Trigger Solution.
    The Workflow Rule determines the criteria for when the document is merged and sent with Conga Sign.
  4. Test the Conga Trigger solution to confirm it successfully creates a Conga Sign Transaction.
Note: Conga Trigger bypasses the user interface and automatically sends the transaction.
Administrator Guide
Sign

February 8, 2025